Calamos Convertible Opportunities and Income Fund
89 hedge funds and large institutions have $136M invested in Calamos Convertible Opportunities and Income Fund in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 7 closing their positions.
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
75% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 20
10% more funds holding
Funds holding: 81 → 89 (+8)
2% more capital invested
Capital invested by funds: $134M → $136M (+$2.11M)
0.76% more ownership
Funds ownership: 16.59% → 17.35% (+0.76%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.09M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.22M |
| 3 |
VIA
Vident Investment Advisory
Alpharetta,
Georgia
|
+$1.02M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$750K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$496K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NPC
National Planning Corporation
El Segundo,
California
|
-$797K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$788K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$620K |
| 4 |
Morgan Stanley
New York
|
-$534K |
| 5 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
-$411K |
CHI Hedge Fund Activity: Q4 2017 in Review
89 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Opportunities and Income Fund (CHI) for Q4 2017, worth a combined $136M — up 1.6% from $134M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new CHI positions and 7 closed out — a net gain of 8 holders — while 35 added to existing stakes and 20 trimmed.
The largest buyer was UBS Group, adding an estimated $3.09M. The largest seller was National Planning Corporation, exiting entirely with an estimated $797K sold.
- 89 institutional investors held Calamos Convertible Opportunities and Income Fund (CHI) as of Q4 2017, up from 81 in Q3 2017.
- Funds reported $136M of Calamos Convertible Opportunities and Income Fund stock for Q4 2017, up 1.6% quarter-over-quarter.
- 15 funds opened new Calamos Convertible Opportunities and Income Fund positions in Q4 2017 and 7 closed out, a net change of +8 holders.
- The largest Calamos Convertible Opportunities and Income Fund buyer in Q4 2017 was UBS Group, an estimated $3.09M added.
- The largest Calamos Convertible Opportunities and Income Fund seller in Q4 2017 was National Planning Corporation, an estimated $797K sold.
Based on aggregated 13F filings for Q4 2017.